WealthShield Partners’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
267,453
+73,674
| +38% | +$4.42M | 1.94% | 6 |
|
|
2025
Q1 | $10.5M | Buy |
193,779
+28,697
| +17% | +$1.55M | 1.34% | 16 |
|
|
2024
Q4 | $8.62M | Sell |
165,082
-63,861
| -28% | -$3.33M | 1.22% | 18 |
|
|
2024
Q3 | $13.1M | Sell |
228,943
-27,498
| -11% | -$1.58M | 1.78% | 8 |
|
|
2024
Q2 | $13.7M | Buy |
256,441
+43,538
| +20% | +$2.33M | 2.09% | 5 |
|
|
2024
Q1 | $11M | Buy |
212,903
+115,787
| +119% | +$5.97M | 1.78% | 5 |
|
|
2023
Q4 | $4.91M | Sell |
97,116
-55,212
| -36% | -$2.79M | 0.81% | 32 |
|
|
2023
Q3 | $7.25M | Sell |
152,328
-4,490
| -3% | -$214K | 1.09% | 19 |
|
|
2023
Q2 | $7.73M | Buy |
156,818
+10,599
| +7% | +$522K | 1.16% | 21 |
|
|
2023
Q1 | $7.13M | Buy |
146,219
+95,466
| +188% | +$4.66M | 1.15% | 22 |
|
|
2022
Q4 | $2.37M | Sell |
50,753
-19,297
| -28% | -$901K | 0.45% | 59 |
|
|
2022
Q3 | $3.01M | Buy |
70,050
+23,863
| +52% | +$1.03M | 0.6% | 39 |
|
|
2022
Q2 | $2.27M | Buy |
46,187
+28,304
| +158% | +$1.39M | 0.45% | 57 |
|
|
2022
Q1 | $993K | Sell |
17,883
-8,152
| -31% | -$453K | 0.16% | 149 |
|
|
2021
Q4 | $1.56M | Buy |
26,035
+14,226
| +120% | +$851K | 0.26% | 83 |
|
|
2021
Q3 | $730K | Sell |
11,809
-5,058
| -30% | -$313K | 0.2% | 105 |
|
|
2021
Q2 | $1.13M | Sell |
16,867
-15,248
| -47% | -$1.02M | 0.18% | 92 |
|
|
2021
Q1 | $2.07M | Sell |
32,115
-59,008
| -65% | -$3.8M | 0.37% | 68 |
|
|
2020
Q4 | $5.65M | Buy |
91,123
+71,188
| +357% | +$4.42M | 1.04% | 30 |
|
|
2020
Q3 | $1.05M | Buy |
19,935
+10,411
| +109% | +$550K | 0.37% | 69 |
|
|
2020
Q2 | $453K | Sell |
9,524
-17,709
| -65% | -$842K | 0.21% | 110 |
|
|
2020
Q1 | $1.1M | Sell |
27,233
-33,438
| -55% | -$1.35M | 0.67% | 34 |
|
|
2019
Q4 | $3.26M | Buy |
60,671
+15,069
| +33% | +$810K | 1.59% | 14 |
|
|
2019
Q3 | $2.24M | Buy |
45,602
+5,195
| +13% | +$255K | 1.18% | 19 |
|
|
2019
Q2 | $2.08M | Buy |
40,407
+12,327
| +44% | +$634K | 1.21% | 19 |
|
|
2019
Q1 | $1.45M | Buy |
28,080
+8,158
| +41% | +$422K | 0.81% | 27 |
|
|
2018
Q4 | $939K | Buy |
19,922
+521
| +3% | +$24.6K | 0.64% | 34 |
|
|
2018
Q3 | $1.01M | Buy |
19,401
+1,551
| +9% | +$80.3K | 0.57% | 34 |
|
|
2018
Q2 | $937K | Buy |
17,850
+399
| +2% | +$20.9K | 0.57% | 34 |
|
|
2018
Q1 | $1.02M | Buy |
17,451
+2,464
| +16% | +$144K | 0.65% | 28 |
|
|
2017
Q4 | $869K | Buy |
+14,987
| New | +$869K | 0.53% | 38 |
|